Today’s workforce expects information to be available the moment they need it, whether they’re at a jobsite, in the warehouse, between client meetings, or traveling.
When updates have to wait until someone is back at a laptop, small delays stack up quickly: time gets entered late, receipts go missing, approvals sit in a queue, and details that should be documented in the moment get recreated from memory. A mobile ERP experience helps remove those bottlenecks by meeting users where the work is happening.
The Acumatica Mobile App extends your ERP beyond the desktop so people can capture information, complete routine workflows, and stay aligned with the rest of the organization in real time. Because it’s connected directly to Acumatica, anything entered or approved on a phone is immediately reflected for users working in the desktop interface.
The app is available on iOS and Android, and it comes with an Acumatica subscription. Users download it from their device’s app store and sign in using their Acumatica URL, username, and password. From there, mobile-friendly options like Face ID can make repeat sign-ins faster.
One of the most useful parts of the mobile experience is that it can be tailored to what each person actually needs to see. When users open the app, they can land on role-based KPI tiles, like a quick snapshot of pipeline and follow-ups for a salesperson, or different metrics for someone in operations or accounting.
The point is speed: the app puts the most relevant information at a user’s fingertips without forcing them through a long menu path.
Users can adjust what appears on their home screen in a straightforward way:
Alongside that, a “recently visited” view helps users jump back into records they were just working in, which is a small feature that makes a big difference on mobile.
Approvals are a common source of slowdowns because they’re tied to timing. If a manager is away from their laptop, the workflow stalls, even if the decision itself only takes a minute. With mobile approvals, that minute can happen anywhere.
From the app, approvers can open an item, review the details, view attachments, and approve or reject immediately. If something needs to be sent back, they can add a comment so the submitter knows what to adjust instead of guessing. The routing logic and rules you already use in Acumatica still apply; mobile simply makes it easier to act on them quickly.
Time is another area where “later” causes problems. The longer someone waits to enter time—especially field staff or billable teams—the more likely it is that hours are missed or details get fuzzy. Mobile time entry is designed to help people log work while it’s still fresh, even if they’re nowhere near a computer.
In the app, users can:
The practical outcome is fewer missed hours, fewer corrections later, and cleaner reporting.
Expense reporting tends to break down in predictable ways: receipts get stuffed in a bag, forgotten, or submitted weeks later with missing documentation. The mobile app makes receipts easier to capture immediately by pairing the phone camera with OCR scanning.
A typical flow looks like this: a user snaps a photo of the receipt, the OCR pulls key information into the receipt entry, and the user can quickly edit anything that didn’t come through correctly (like the description, date, amount, or expense category).
The image stays attached to the expense record, and the user can submit that receipt or group multiple receipts into a single claim. That reduces rekeying and helps the approval process move sooner instead of waiting until the end of the month.
Mobile ERP isn’t only about transactional items like time and expenses. It also supports day-to-day coordination, especially for teams that rely on CRM activity tracking or internal task management.
Users can manage tasks directly from their phones by viewing what’s assigned, adding notes, marking tasks complete, and creating new tasks with priorities, due dates, owners, and reminders.
For CRM-oriented work, users can also open records like opportunities and log activities right when they happen. That information becomes visible immediately to anyone else working the record, which helps teams avoid gaps and duplicate follow-ups.
Mobile dashboards don’t try to replicate the desktop experience pixel-for-pixel, because the screen is different and the intent is different. On a phone, the goal is fast visibility, then moving on.
On mobile, users can:
For someone who’s traveling or in the field, those quick checks can prevent delays that would otherwise last until the next time they’re at a computer.
Beyond office and CRM use cases, the app also supports more operational workflows. Distribution and manufacturing teams can use barcoding via the phone’s camera, while organizations with delivery or jobsite needs can capture signatures directly on documents.
Depending on the Acumatica modules in use, employees may also access payroll information such as pay stubs through the mobile experience.
The biggest shift with mobile ERP is that routine actions stop waiting for the “right time.” Approvals move when managers are away from their desks. Time and expenses get captured while details are still fresh. Notes and activities get logged in the moment, which improves visibility for everyone downstream.
When Acumatica is accessible wherever work happens, organizations tend to see faster cycles, more accurate data, and fewer frustrating delays, without adding another disconnected app or manual process to maintain.
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